CORPORATE RETIREMENT PLANS

Over the years, numerous clients have requested our assistance with their corporate retirement plans. As a firm that takes pride in doing whatever it takes to provide financial peace of mind to our clients, we always comply with the requests and deliver an independent perspective to plan trustees.

At Ascension Capital Advisors, Inc. we partner with some of the premier retirement plan providers in the industry and local third party administrators to deliver transparent plans designed to fulfill the objectives set forth by our clients. We are committed to assisting our clients in evaluating existing plans, presenting alternatives, and coordinating the implementation of the solution.

If your organization has any concerns about your existing plan, or is considering starting a new one, we can work with you to design/find the right plan to meet the needs of your business and its employees.

Features and Benefits of our services:

• We Become Co-Fiduciary With You
  • We’ll create an Investment Policy Statement (IPS) for the plan
  • Ongoing investment monitoring to ensure continued compliance with IPS
  • Quarterly investment monitoring and annual plan review meetings
  • We acknowledge our co-fiduciary status in writing
• No Conflict of Interest
  • Full fee disclosure helps trustees understand plan expenses
  • Recommendations are always in the best interest of the plan and participants

For more information, please contact us.